EWA
MASI

EverSource Wealth Advisors’s Masimo MASI Stock Holding History

EverSource Wealth Advisors’s Portfolio MASI Stock Details MASI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,064
Closed -$189K – 4493
2026
Q1 		$189K Buy
1,064
+88
+9% +$13.8K 0.01% 1085
2025
Q4 		$127K Buy
976
+749
+330% +$107K ﹤0.01% 1191
2025
Q3 		$33.5K Buy
227
+39
+21% +$5.9K ﹤0.01% 1992
2025
Q2 		$31.6K Sell
188
-33
-15% -$5.27K ﹤0.01% 1942
2025
Q1 		$36.8K Sell
221
-3
-1% -$521 ﹤0.01% 1390
2024
Q4 		$37K Buy
224
+64
+40% +$10.1K ﹤0.01% 1325
2024
Q3 		$21.3K Sell
160
-113
-41% -$13.1K ﹤0.01% 1457
2024
Q2 		$29.2K Sell
273
-24
-8% -$3.16K ﹤0.01% 1333
2024
Q1 		$39.9K Buy
297
+2
+0.7% +$258 ﹤0.01% 1069
2023
Q4 		$34.6K Buy
295
+264
+852% +$24.6K ﹤0.01% 1038
2023
Q3 		$2.72K Buy
31
+28
+933% +$3.26K ﹤0.01% 1919
2023
Q2 		$494 Hold
3
– – ﹤0.01% 2359
2023
Q1 		$554 Buy
+3
New +$506 ﹤0.01% 2199
2022
Q3 		– Sell
-467
Closed -$61K – 2064
2022
Q2 		$61K Buy
+467
New +$62.5K 0.02% 554

Other funds holding MASI

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

EverSource Wealth Advisors's MASI Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Masimo (MASI) in Q2 2026, closing a stake of 1,064 shares — an estimated $189K sold.

EverSource Wealth Advisors first reported a position in MASI in Q2 2022 and held it in 14 quarters. The position peaked at $189K in Q1 2026. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,064 Masimo shares in Q2 2026, an estimated $189K.
  • EverSource Wealth Advisors first reported a position in Masimo in Q2 2022 and held it in 14 quarters.
  • EverSource Wealth Advisors's Masimo position peaked at $189K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.